inStream Announces Addition of Distribution Team

    WASHINGTON, DC, August 23, 2016 /24-7PressRelease/ -- inStream Solutions, the premier financial planning software that is revolutionizing the way wealth managers deliver advice to their clients, announced today the addition of a group of highly successful sales and marketing professionals to the inStream team:

- David Lau expanded his involvement with inStream from his current role as a member of inStream's Advisory Board to include leadership of inStream's distribution effort.

- Joining David's team are three top performing territory managers--Sam Johnson, Cody Williams, and Tim Rembowski--who were most recently key members of the distribution team at Jefferson National Financial.

Said John Wotowicz, CEO of inStream Solutions, "inStream was formed four years ago around the belief that financial planning was moving to the center of the financial advisors' value proposition. Since then, our sole focus has been on the development of our technology and foundational clients to establish a position of leadership in the planning-centric wealth management technology arena. With inStream now firmly established as the exclusive financial planning platform for over 100 firms with over $35 billion in assets under advisement including Buckingham Asset Management and the BAM Alliance and Mercer Advisors, we are now poised to bring our superior financial planning and practice management capability to the market at large. I could not be more thrilled that David, Sam, Cody and Tim are part of the inStream team."

David Lau remarked, "As financial planning moves to the center of the advisor-client relationship and value proposition, inStream's best-in-class planning technology is well positioned to be the leader in the industry--enabling advisors to provide the most powerful and accurate planning platform to better manage and grow their practice."

ABOUT INSTREAM
inStream (www.instreamwealth.com) is an innovative "cloud-based" Software as a Service ("SaaS") platform that is revolutionizing the way wealth managers deliver advice to their clients. Successful wealth managers understand their client's assets, sources of income and holistic financial objectives and then help them to devise and execute a comprehensive financial plan to achieve those objectives. inStream provides financial advisors with superior financial planning capability and drives practice growth while streamlining post-DOL compliance.

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